Full-Time

Mid-Market Account Executive

Updated on 7/16/2025

Rogo

Rogo

11-50 employees

Generative AI platform for financial services

No salary listed

Junior, Mid

New York, NY, USA

In Person

Category
Enterprise Sales
Strategic Account Management
Sales & Account Management
Required Skills
Lead Generation
Requirements
  • 2+ years closing SaaS deals with consistent quota attainment (6+ quarters of success)
  • Experience selling to financial-services clients or a clear passion to master the space
  • Command of challenger-style, value-led selling; fluent in tools like MEDDPICC or Command of the Message
  • Ability to learn complex AI concepts quickly and translate them into business outcomes
  • Startup mindset—self-directed, comfortable with ambiguity, and hungry to outperform
Responsibilities
  • Own a new-logo quota across a defined Mid-Market territory (banks, PE, asset managers)
  • Lead the full sales cycle from lead generation to close for target accounts
  • Navigate complex org charts to build champions and secure C-Suite sponsorship
  • Lead tight proofs of value tied to clear success criteria and ROI
  • Partner with Solutions & Post-Sales to ensure pilots expand to multi-year ELAs
  • Feed product and GTM teams with crisp customer insights and win/loss data
Desired Qualifications
  • Early employee at a hyper-growth startup
  • Technical knowledge (ability to explain complex concepts like transformer models)
  • Experience working at or selling into investment banks or private equity/credit

Rogo offers a generative AI platform tailored for the financial services sector, helping institutions like investment banks and hedge funds automate research and analysis tasks. The platform integrates with both internal content and an extensive external library to search and analyze millions of documents, reducing manual research time. Rogo stands out by combining large language models with deep financial expertise, providing customized productivity tools that enhance workflow automation. The company's goal is to improve efficiency in financial services by enabling teams to focus on higher-value work and quickly access critical insights.

Company Size

11-50

Company Stage

Series B

Total Funding

$80M

Headquarters

New York City, New York

Founded

2021

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for AI-driven decision-making tools supports Rogo's market potential.
  • Rogo's tailored approach aligns with the trend towards personalized AI solutions in finance.
  • The platform enhances productivity by automating financial document creation, like pitch decks.

What critics are saying

  • Competitors may develop more advanced AI platforms, challenging Rogo's offerings.
  • Financial institutions might prefer in-house AI solutions, reducing demand for Rogo.
  • Increased AI regulation could impose compliance costs and operational challenges for Rogo.

What makes Rogo unique

  • Rogo offers a bespoke AI system tailored for financial services firms.
  • The platform integrates proprietary internal content with extensive external libraries for analysis.
  • Rogo automates research, reducing manual tasks and enhancing decision-making efficiency.

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Benefits

Flexible Work Hours

Remote Work Options

Company News

Fintech Boost Up
May 5th, 2025
Rogo Raises $50M Series B to Scale AI-Powered Finance Platform

Rogo has announced a $50 million Series B funding round, led by Thrive Capital with participation from J.P. Morgan Growth Equity Partners, Tiger Global, and Positive Sum Ventures.

Rogo
May 2nd, 2025
Rogo Raises $50M Series B from Thrive Capital, J.P. Morgan, and Tiger Global to Build Financial AI - Rogo | Generative AI for Financial Firms

At Rogo, our mission is clear and ambitious: to create Wall Street’s first AI analyst by building large language models that truly understand finance. We are thrilled to announce our $50M Series B led by Thrive Capital, joined by new investors J.P. Morgan Growth Equity Partners, Tiger Global, and Patrick O’Shaughnessy’s Positive Sum Ventures.

SL Guardian
May 1st, 2025
Rogo Secures $50M from Thrive Capital

Rogo, an AI start-up, secured $50M in Series B funding led by Thrive Capital, boosting its valuation from $80M to $350M. Founded by Gabriel Stengel, Rogo aims to automate junior investment bankers' tasks with an AI assistant. Already used by firms like Moelis and Nomura, Rogo is part of Wall Street's tech race. The tool reduces task time from days to minutes, prompting a rethink of analyst roles. The industry is divided on AI's impact, with some seeing it as a job enabler.

PaySpace World
Apr 30th, 2025
Rogo Raises $50 Million

Technology startup Rogo raised $50 million to build an artificial intelligence-powered Wall Street analyst.

MTS Solutions
Apr 30th, 2025
Meet your new investment banker: an AI chatbot

Recently, Rogo secured $50 million in a Series B funding round led by Thrive Capital, valuing the company at $350 million[^1].